Burney Company’s Interparfums IPAR Stock Holding History

Burney Company’s Portfolio IPAR Stock Details IPAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.96M	Buy	+43,571	New	+$4.13M	0.12%	145
2025 Q4	–	Sell	-2,389	Closed	-$235K	–	623
2025 Q3	$235K	Sell	2,389 -2,470	-51%	-$291K	0.01%	545
2025 Q2	$638K	Sell	4,859 -3,038	-38%	-$371K	0.02%	371
2025 Q1	$899K	Sell	7,897 -2,800	-26%	-$372K	0.03%	323
2024 Q4	$1.41M	Sell	10,697 -41,376	-79%	-$5.32M	0.05%	267
2024 Q3	$6.74M	Buy	52,073 +3,936	+8%	+$492K	0.24%	98
2024 Q2	$5.59M	Buy	48,137 +10,225	+27%	+$1.24M	0.21%	111
2024 Q1	$5.33M	Buy	+37,912	New	+$5.37M	0.2%	118

Other funds holding IPAR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return